The 2024 global equity market landscape presents a complex mix of challenges and opportunities for investors, with concentrated markets, elevated valuations, and ongoing economic uncertainty all highlighting the need for skilled active management.
Navigating this environment requires partnering with experienced active managers who can look beyond short-term market sentiment, identify high-quality businesses with attractive valuations and strong growth prospects, and construct well-diversified portfolios built for long-term resilience.
The 2023 US Product Development report reveals that most surveyed asset managers (73%) believe geopolitical shocks and recession (69%) will increase demand